4 minute read – Posted by – March 10, 2021

What to do when a goal is not completed by the end of the quarter?

Ask the Expert with Ashleigh Myerscough — Episode 27

Ashleigh Myerscough, Senior Performance Coach at 7Geese answers your questions about human resources and people management during the pandemic. 

Q: What happens when a goal is not completed by the end of the quarter?

A: There are a few things to consider when this happens:

  • Your team member
  • The goal
  • The appropriate next steps

Let’s start with your team member. It can be really demotivating to be working really hard the whole quarter toward something and not get there. Support your team members to reflect on not only where they landed, but why and how. Chat about successes, roadblocks they overcame, and the lessons learned they can apply to the next quarter. Completing a retro at the end of each quarter can provide great insight into creating the next quarter’s goals as well as how to wrap up this quarter.  

Now we consider the goal itself. If the goal was lofty and they still made it to 90%, celebrate the effort that went into stretching themselves as far as they did, but also consider did they stretch too much? If the goal was attainable and they didn’t make it to 100%, reflect on roadblocks that may have been blockers to their success and use this information to prevent similar roadblocks for the next quarter. Remember that roadblocks can be internal or external so focus on the roadblocks they can control. 

Last up we consider appropriate next steps. Throughout the quarter did the importance or impact of the goal change? If the importance grew, then it would make sense to extend the timeframe of the goal and move the deadline into the next quarter. This could be by a few weeks, few days, or the whole next quarter if needed. If the importance or impact of the goal shifted, you and your team member can decide to close the goal as it is and move on to the next quarter’s goal. The key here is to think about if we say yes to continuing to work on this past quarter’s incomplete goal, what are we saying no to completing in the next quarter? 

In 7Geese we also have the option to duplicate a goal or objective as we call it in the platform and keep or reset the progress if the work needs to continue. This can be a great option to capture the work that has already been completed and also the work that needs to be completed. 

So all in all, what happens when a goal is not completed at the end of the quarter is up to the team member and their manager. Reflect on the team member, the goal itself, and appropriate next steps to determine if the goal can be closed as it or have the deadline pushed back.

To see how we do this at 7Geese using 7Geese, reach out for a tour. 

Ashleigh Myerscough

Senior Performance Coach at 7Geese